Added to YB: 2024-10-04
Pitch date: 2024-10-04
MCS [bullish]
The Marcus Corporation
+0.13%
current return
Author Info
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Company Info
The Marcus Corporation, together with its subsidiaries, owns and operates movie theatres, and hotels and resorts in the United States.
Market Cap
EUR 506.1M
Pitch Price
EUR 15.71
Price Target
30.00 (+91%)
Dividend
1.78%
Sector
Entertainment
Category
value
The Marcus Corporation - $MCS
MCS: Family-owned cinema & hotel co. 79 theaters (60% owned), 7 hotels. Undervalued at $16, hotels worth $300-500M. Cinema profitable at $2/share, durable despite streaming. Box office recovering post-pandemic. Growth via industry roll-up. 12-15x P/E target, $30+ potential. Real estate backstop at $15/share.
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